PFG
VB icon

Pinnacle Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pinnacle Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.45M Buy
24,578
+1,006
+4% +$288K 1.82% 15
2026
Q1 		$6.17M Buy
23,572
+1,135
+5% +$307K 1.69% 16
2025
Q4 		$5.79M Buy
22,437
+978
+5% +$251K 1.68% 18
2025
Q3 		$5.46M Buy
21,459
+118
+0.6% +$29.3K 1.65% 17
2025
Q2 		$5.06M Buy
21,341
+523
+3% +$117K 1.69% 17
2025
Q1 		$4.62M Buy
20,818
+1,976
+10% +$472K 1.68% 17
2024
Q4 		$4.53M Buy
18,842
+1,730
+10% +$426K 1.77% 16
2024
Q3 		$4.06M Buy
17,112
+2,450
+17% +$557K 1.59% 18
2024
Q2 		$3.2M Sell
14,662
-25
-0.2% -$5.49K 1.37% 20
2024
Q1 		$3.36M Buy
14,687
+520
+4% +$112K 1.47% 19
2023
Q4 		$3.02M Buy
14,167
+1,080
+8% +$208K 1.55% 18
2023
Q3 		$2.47M Buy
13,087
+25
+0.2% +$4.98K 1.47% 19
2023
Q2 		$2.6M Buy
13,062
+692
+6% +$131K 1.48% 19
2023
Q1 		$2.34M Buy
12,370
+537
+5% +$104K 1.4% 20
2022
Q4 		$2.17M Buy
11,833
+555
+5% +$103K 1.54% 18
2022
Q3 		$1.93M Buy
11,278
+1,366
+14% +$258K 1.67% 16
2022
Q2 		$1.75M Buy
9,912
+910
+10% +$176K 1.49% 17
2022
Q1 		$1.91M Sell
9,002
-226
-2% -$47.6K 1.55% 17
2021
Q4 		$2.09M Buy
+9,228
New +$2.1M 1.61% 14

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinnacle Financial Group's VB Position: Q2 2026 in Review

Pinnacle Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q2 2026, buying an estimated $288K and bringing the position to 24,578 shares worth $7.45M. The position accounts for 1.82% of the portfolio, ranked #15.

Pinnacle Financial Group first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Pinnacle Financial Group held 24,578 shares of Vanguard Morningstar Small-Cap ETF worth $7.45M as of Q2 2026.
  • Pinnacle Financial Group bought 1,006 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Morningstar Small-Cap ETF made up 1.82% of Pinnacle Financial Group's portfolio in Q2 2026, its #15 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.